SSA WEALTH ADVISORS

Overview

SSA Wealth Advisors is a corporate registered investment adviser that has been SEC-registered since 2012. Ownership is reported as a mix of an individual and a foreign entity. The firm serves both high-net-worth individuals and families as well as institutional clients, providing portfolio management services geared toward individuals and small businesses. Its fee model combines a percentage-of-assets-under-management structure with performance-based fees, which can support arrangements tied to absolute or relative performance for certain mandates. The firm does not position itself as an ESG-focused investor and is not a multistate adviser. It is not identified as a capital allocator or a pension consultant and does not report a related adviser relationship. SSA lists an industry affiliation with banking or thrift institutions, which may influence custodial or operational ties.

Assets & Accounts

Public Holdings

Investments & Alternatives